We are live on ! Find out more
CAT icon

Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1251
Ballast Inc
Kentucky
$265K -$4.03K -31 -1%
JCM
1252
Janney Capital Management
Pennsylvania
$264K -$2.6K -20 -1%
FAM
1253
Flaharty Asset Management
Florida
$264K +$16.4K +126 +6%
BWA
1254
Burt Wealth Advisors
Maryland
$263K – – –
WMA
1255
Wealth Management Associates
New Jersey
$262K +$269K +2,066 New
EIA
1256
Eldridge Investment Advisors
New Hampshire
$262K +$53.1K +408 +25%
QT
1257
Quantamental Technologies
New York
$262K +$268K +2,059 New
PSG
1258
Planning Solutions Group
Maryland
$261K +$267K +2,053 New
JFA
1259
Johanson Financial Advisors
California
$260K -$13.5K -104 -5%
BCP
1260
Blue Chip Partners
Michigan
$260K +$1.17K +9 +0.4%
LSAG
1261
Lake Street Advisors Group
New Hampshire
$260K +$25.9K +199 +11%
FFG
1262
Frisch Financial Group
New York
$260K +$266K +2,046 New
DAS
1263
Dynamic Advisor Solutions
Arizona
$258K +$43.6K +335 +22%
HEIP
1264
Hudson Edge Investment Partners
New Jersey
$258K +$264K +2,031 New
MVA
1265
Mount Vernon Associates
Maryland
$257K -$26K -200 -9%
PP
1266
Patten & Patten
Tennessee
$257K – – –
1WA
1267
180 Wealth Advisors
Washington
$256K – – –
APC
1268
Aspire Private Capital
North Carolina
$256K +$262K +2,015 New
S
1269
Seeyond
France
$256K +$262K +2,017 New
BWFA
1270
Baltimore-Washington Financial Advisors
Maryland
$255K – – –
9WM
1271
9258 Wealth Management
Ohio
$255K +$262K +2,010 New
NJBEST
1272
New Jersey Better Educational Savings Trust
New Jersey
$254K -$260K -2,000 -50%
CCG
1273
Ceeto Capital Group
Florida
$254K – – –
AWA
1274
Acorn Wealth Advisors
Michigan
$254K +$1.43K +11 +0.6%
TWM
1275
Tolleson Wealth Management
Texas
$254K +$260K +2,000 New
49 50
51
52 53